Manage Complex Incentive Logic Without Custom Development
Build and scale rebate, spiff, and rewards programs with configurable workflows, custom payout formulas, AI-assisted uploads, and real-time reporting.
- No-code configuration for program rules, approvals, and notifications.
- Custom formulas for tiers, multipliers, thresholds, caps, and date windows.
- AI-assisted upload validation to reduce manual review and data errors.
- Unlimited concurrent programs with centralized tracking and reporting.
- Role-based security, audit trails, and compliance-ready workflows.
- API connectivity to payment and fulfillment providers.
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Home Energy Rebate Programs
Our master configuration for energy services is built for utilities and agencies promoting energy efficiency, load building, and appliance electrification. It includes centralized program management for multi-sponsored braided rebates, stacked rebates for REC and municipal networks, and pairing rebates with spiffs or loans. Our home assessment and retrofit workflows gather energy history and apply condition-based savings forecasts.
Program managers can augment rebates and retrofits with load controller device tracking, regulatory reporting, and solar net metering or self-supply contract administration.
Braided Spiffs & Dealer Rebates
Our platform enables manufacturers, service providers, and distributors to braid sales rep spiffs and dealer rebate contracts on a centralized system with common sales data. Spiffs are claimed against specific invoice lines, while dealer rebates are calculated against aggregated invoiced amounts.
Spiff claims are adjudicated by matching each request to eligible sales records, preventing duplicate claims and improving payout control.
Dealer rebate calculations are organized by customer, time frame, and eligibility conditions.
Platform Features in Detail
Everything you need to launch, manage, and scale your incentive programs
Configurable Web-Based Platform
Access your programs from anywhere with our cloud-based platform. No software to install, no servers to maintain. Configure program rules, approval workflows, and payment calculations through an intuitive interface—no coding required. Make changes on the fly as your programs evolve, with updates taking effect immediately across all users.
- Browser-based access from any device
- Point-and-click configuration tools
- Instant deployment of program changes
- 99.9% uptime with automatic backups
Create, Publish, and Manage Unlimited Programs
Run as many concurrent programs as you need without per-program fees. Launch seasonal promotions, regional campaigns, and product-specific incentives all from one platform. Each program maintains its own rules, budgets, and reporting while sharing common participant data and payment processing.
- No limits on active programs
- Independent budgets and rules per program
- Schedule start and end dates
- Clone existing programs for quick setup
Application Tracking and Reporting
Monitor every claim from submission to payment with real-time dashboards and detailed reports. Track approval rates, processing times, and budget utilization. Export data to Excel or integrate with your BI tools. Automated email notifications keep participants informed at every stage.
- Real-time status dashboards
- Customizable reports and exports
- Automated participant notifications
- Historical trend analysis
- Budget vs. actual spending reports
Workflows, Roles, Notifications, Rules and Fine-Grained Security
Design multi-step approval workflows that route claims based on amount, product type, or participant category. Assign roles with specific permissions—reviewers can approve but not pay, auditors can view but not edit. Set business rules for automatic approvals, fraud detection, and budget controls. Every action is logged for compliance and audit purposes.
- Multi-level approval workflows
- Role-based access control (RBAC)
- Conditional routing rules
- Automated notifications and reminders
- Complete audit trail of all actions
- SSO integration for enterprise security
Survey Module to Capture Participant Analytics
Collect valuable feedback and program data through integrated surveys. Measure satisfaction scores, gather demographic information, and track program awareness. Use survey responses to segment participants, identify improvement opportunities, and demonstrate program impact to stakeholders.
- Custom survey builder with multiple question types
- Conditional logic and branching
- Response analytics and reporting
- Integration with claim submissions
- Export data for external analysis
API to Fulfillment
Connect Incentit to your payment processors, ERP systems, and fulfillment partners through our RESTful API. Automate payment file generation, sync participant data with your CRM, and push approved claims to ACH processors or prepaid card providers. Reduce manual data entry and eliminate payment delays.
- RESTful API with comprehensive documentation
- Webhook support for real-time updates
- Pre-built integrations with major payment providers
- Secure authentication and data encryption
- Sandbox environment for testing
Manufacturers and Wholesale Distributors
Purpose-built for channel partner incentives across the distribution chain. Manage dealer rebate contracts with tiered calculations, sales rep spiffs tied to specific invoices, end-customer rebates with instant discount options, buying group agreements with vendor-specific terms, and special pricing programs. All programs share common sales data for automated adjudication and reduced processing time.
- Dealer Rebates: Tiered calculations based on volume, product mix, or growth targets
- Sales Spiffs: Automated matching to invoice data with instant approval
- End-Customer Rebates: Mail-in or instant discount at point of sale
- Buying Group Rebates: Multi-vendor programs with consolidated reporting
- Special Pricing: Contract-based pricing agreements with automated tracking
Energy Services
Comprehensive platform for utilities, agencies, and program administrators managing energy efficiency, demand response, and electrification programs. Handle conventional prescriptive rebates, complex custom projects with engineering review, trade ally spiffs with instant discounts, installation notifications for compliance tracking, midstream programs with distributor incentives, load controller device tracking with regulatory reporting, net metering and interconnection agreements, grants and loans with milestone-based disbursements, and participant surveys for program evaluation.
- Conventional Rebates: Prescriptive measures with pre-approved amounts
- Complex Rebates: Custom projects with engineering review and milestone payments
- Trade Ally Spiffs: Contractor incentives with instant discount options
- Install Notifications: Real-time tracking for compliance and verification
- Midstream Programs: Distributor incentives with buy-down tracking
- Load Controller Tracking: Device inventory and regulatory reporting
- Net Metering & Interconnect: Application processing and agreement management
- Grants & Loans: Multi-stage disbursements with milestone tracking
- Surveys: Program evaluation and participant feedback collection
Ready to Transform Your Incentive Programs?
See how Incentit can streamline your operations and improve participant satisfaction.